Preparer now includes a new document intake flow. This guide walks you through the Expected Documents Checklist, the Org Settings toggle to opt out, and the Generate Email button.
Step 1: Upload your client's prior year 1040
Starting a New Preparation:
When you start a new preparation you'll see a screen to start uploading documents. Add all of your documents for your return including the prior year return. Juno will identify this as a prior year 1040 and create an expected document checklist off of this.
On the Document Upload screen, upload the client's prior year return.
Once you've uploaded all of your files Juno will recognize the PYR and generate an expected documents checklist.
note: documents can also be sent via practice management software.
Opening an Existing Preparation:
If you're reopening a draft that has no documents, you'll see the same upload screen described above.
If the preparation already has documents, you won't see that screen automatically. Select back and you will be taken to the Upload Documents screen where you can upload the prior year return.
Step 2: Review the Expected Documents Checklist
Once you upload a prior year 1040, Juno pulls the forms filed last year, and compares that list against what's currently uploaded for this year's preparation. Missing documents get added to the Expected Documents Checklist module, at the bottom of the Uploaded Source Docs screen.
Each item shows a Missing status, the document type, and issuer where known.
Each item has Upload and Remove actions.
A Missing Document Count at the top shows how many items remain.
Client sends a document →Select Upload on the matching checklist item, or upload it through the normal document upload flow. The item clears once Juno finishes processing.
Document isn't needed → Select Remove and the item clears.
Once the checklist is empty or fully resolved, a Dismiss button appears to hide the module.
Step 3: Generate a missing documents email
Once you have a checklist, you can let Juno draft the follow-up for you. The Generate Email button sits just above the checklist on the Uploaded Source Docs screen.
Select Generate Email.
Juno opens a window with a drafted email listing the outstanding documents in a text box.
Copy the items directly from the text box, or select Copy Email to copy the entire draft at once.
The generated email stays in sync with the checklist. As documents are uploaded and processed, they're removed from both the checklist and the email, so you can regenerate the email at any time to get an up-to-date list.
Turning off this flow
Firms can opt out of the Prior Year 1040 flow entirely.
Go to Organization > Organization Settings.
Locate the Request Prior Year 1040 in Preparer toggle. This is on by default.
Turn the toggle off to skip the Prior Year 1040 screen for all new preparations at your firm.
Turning this setting off does not remove the Expected Documents Checklist for preparations that already have one. It only prevents the Prior Year 1040 screen from appearing on future preparations.
If you have additional questions, please contact Customer Support via [email protected] or in live chat inside of the Juno Web App.